Regional Morning Notes China Banks LDR Cap Removed by Top Legislature；Effective on Oct 1st Sector outlook Australian Equity Strategy: A disappointing reporting season, but some bright spots in the detail 1H15 review: steady, but outlook not without challenges Spend more, borrow more, and sell more Details on the water acquisition suggest future growth Below expectations; MU accelerating amid loco/freight slowdown Lower earnings estimates and price target; maintain Neutral rating Samsung Tech Weekly